Investment Services

Achieve Long-Term Financial Success with CU Wealth Management

At Fort Worth City Credit Union, we are committed to helping our members achieve long-term financial success. Partnering with CU Wealth Management, we bring you a full-service brokerage firm and financial planning services through Ameriprise Financial Institutions Group.

Personalized Financial Advice to Achieve Your Goals

Fort Worth City Credit Union offers an investment services program through Ameriprise Financial Institutions Group. With on-site financial planning, comprehensive investment solutions, and convenient digital capabilities, we help you reach your financial goals. Steve Namy and Brian Rudloff of CU Wealth Management are available at our Montgomery St. main branch location to discuss your unique financial situation.

Why work with a financial advisor?

  • Maximize Your Earnings: Ensure your savings and investments are preparing you for the future.

  • Expert Guidance: Receive timely advice to help achieve your short and long-term financial goals.

  • Collaborative Relationship: Build a long-term relationship with a financial advisor who understands your needs.

  • Secure Access: Track your progress and access your accounts online anytime.

Comprehensive Financial Planning Approach 

You and your financial advisor will evaluate your current financial situation and work together to address key needs, consider tax strategies, and fill any gaps that could keep you from achieving the lifestyle you want. Personalized financial advice helps prioritize what's important today while planning for a confident financial future.

Solutions and advice aligned to you

Through Ameriprise Financial, you'll have access to wide-ranging advice and solutions to meet your specific needs, including:

  • Customized Investment Recommendations

  • Asset Allocation Strategies

  • Financial Planning

  • Retirement Planning

  • Funding Education Expenses

  • Insurance and Annuities

  • Estate Planning Strategies

  • Retirement Income Strategies

  • Tax Planning Strategies

About Ameriprise Financial 

As a longstanding leader in financial planning and advice, Ameriprise Financial helps clients navigate the present without losing sight of the future.

Ameriprise Financial has remained true to its vision of putting its clients' interests first for more than 125 years. Ameriprise Financial and its subsidiaries serve more than 2 million individual, business and institutional clients, with more than $1 trillion in assets under management and administration.1 

View the Ameriprise FINRA BrokerCheck listing.

Office hours by appointment only at this time. Contact Steve or Brian to request a complimentary consultation today.

About Steve Namy

Earlier in his career Steve Namy helped clients achieve health and fitness goals. Since 1999 Steve has been using his talents to enhance people’s financial well being. He helps clients make informed decisions using a comprehensive, “big picture” approach to achieve financial peace of mind. He has a desired combination of analytical and coaching skills that enable him to recommend tailored, practical solutions, explain complex issues and guide clients through implementation.

Steve seeks to maximize benefits for clients by bringing investments, insurance and retirement, estate and tax planning into one plan to minimize gaps that can leave families under-prepared and under-protected. He takes a team approach and seeks to work with the tax advisor, insurance agent, attorney and other professionals whose input will enhance the integrity of the financial plan over the long term. He also strives to ensure that the overall plan is appropriate for risk tolerance and growth objectives and efficient for diversification, insurance coverage and tax purposes.

Steve holds a B.A. in Management from the University of Texas at Arlington. He holds FINRA Series 7 (General Securities Representative) and 66 (Uniform Investment Adviser - Combined State Law) licenses and is licensed to provide Group 1 life and health insurance. He enjoys playing golf and saltwater fishing and spending time with his wife, young daughter and son.



1 - Company data, as of Q1 2022
Not FDIC or NCUA Insured. No Financial Institution Guarantee May Lose Value
Ameriprise Financial has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise, but has a revenue sharing relationship with Ameriprise, which creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change. Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial, Inc. All rights reserved.